Brokers vs. Fiduciaries

Brokers vs. Fiduciaries

By wfalwadmin

Choosing a financial advisor is an important decision that can last a lifetime and make a material difference in your…

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IRA Rollovers: When Once Is Enough

IRA Rollovers: When Once Is Enough

By wfalwadmin

Tax laws let you roll over money from one traditional IRA to another without owing taxes as long as you…

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Figuring Out How Much You Need In Retirement

Figuring Out How Much You Need In Retirement

By wfalwadmin

At some point, almost everyone asks this question: How much do I have to save for retirement? Of course, there's…

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Five Ways To Plan Smarter And For The Long Haul

Five Ways To Plan Smarter And For The Long Haul

By wfalwadmin

Maybe you're in the homestretch before retirement or perhaps you've already stopped working. If you've been diligent in setting aside…

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The Way Millionaires View Money is Different from Everyone Else

The Way Millionaires View Money is Different from Everyone Else

By wfalwadmin

Want to find out how to think like a millionaire?  We found a great article from Business Insider revealing the…

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Court Ruling Creates Uncertainty for Health Care Exchanges

Court Ruling Creates Uncertainty for Health Care Exchanges

By wfalwadmin

Health care has been a controversial topic the last five years with the introduction of the Affordable Care Act.  The…

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Brian West Passes Level II CFA Exam

Brian West Passes Level II CFA Exam

By wfalwadmin

West Financial Advisors is happy and proud to announce Brian West passes the Level II CFA Exam.  The exam is…

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Inherited IRAs Are Not Protected Against Bankruptcy

Inherited IRAs Are Not Protected Against Bankruptcy

By Abby Belvin

Last month, the U.S. Supreme Court ruled that “inherited IRAs” are not protected against bankruptcy in the case Clark v.…

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5 Tips That Can Help Get Your Kids Into College

5 Tips That Can Help Get Your Kids Into College

By Abby Belvin

Saving money for college is a daunting proposition. But there's another big challenge—making sure your high school sophomore or junior…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


Find Your Optimal Withdrawal Rate
Worried about outliving your retirement funds? Forget the “rule of thumb” calculations you’ve heard about: The amount you should withdraw annually from your retirement nest egg varies according to your individual situation. Click here to receive a free analysis showing why you may be able to withdraw more retirement income than you realize!

 

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At West Financial Advisors, we work hard to maintain regular contact with you and to help you understand what we do. That’s why we’ve made the commitment to engage with social media. Please visit our sites on: